Snowflake has raised its product revenue forecast for fiscal 2027 after reporting stronger-than-expected quarterly revenue, with the Snowflake AWS deal adding a US$6 billion infrastructure commitment for enterprise AI workloads on Amazon Web Services. The company now expects fiscal 2027 product revenue of US$5.84 billion, up from its earlier forecast of US$5.66 billion. It also […]
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The rapid build-out of AI systems is increasing data centre power demand, exposing a less visible constraint in cloud computing: access to power. A recent agreement between Oracle and Bloom Energy means the two intend to deploy up to 2.8 gigawatts (GW) of fuel cell capacity to support data centre growth, according to a statement […]
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AI is pushing technology companies to rethink the foundations of cloud computing. As more businesses adopt AI tools, the industry is spending heavily on the hardware and data centres needed to run them. Much of the current spending is focused on infrastructure rather than software. Chips, networking equipment, power systems, and large data centres are […]
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New enterprise integrations linking AI assistants to workplace apps suggest that for many large companies, the cloud is becoming the layer that connects data and automated workflows in the business. Recent enterprise deployments highlight this. Financial information firm Thomson Reuters and RBC Wealth Management use new AI plug-ins that connect cloud-hosted models to workplace platforms […]
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Large financial institutions rarely overhaul their technology in one dramatic move. Change tends to happen in stages, with systems gradually shifted, consolidated, and refined over time. Nationwide Building Society’s expanded cloud services partnership with AWS fits squarely into that pattern. Rather than signalling a new direction, the agreement reflects a decision to go further down […]
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The cloud is no longer treated as a place to experiment. For many enterprises, it has become the default environment for running AI systems that support daily work. That shift, more than any headline figure, explains why cloud spending continues to climb. Instead of short trials or isolated pilots, AI workloads are now tied to […]
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Large organisations often expect cloud projects to bring clarity and control. In practice, the work can introduce new layers of cost and complexity. That tension is now visible in the Bank of England, where a long-running effort to move internal systems to the cloud has grown far beyond its original budget. Procurement records show the […]
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Building autonomous vehicles is no longer just a question of sensors and software. It has become a test of how well companies can manage vast amounts of data, run large-scale simulations, and validate safety across millions of scenarios before a vehicle ever reaches the road. For automotive firms working on self-driving systems, the ability to […]
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Live video changes the pressure on a streaming business. Unlike on-demand shows, live events do not allow for retries, quiet fixes, or delayed updates. If something fails, viewers notice immediately. Over the past year, Netflix has been reworking how it handles that risk by building live streaming directly into its core cloud systems, rather than […]
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Broadcom is expanding VMware Cloud Foundation (VCF) with new AI and security features as more companies move to modernise their private cloud setups. At VMware Explore 2025, Broadcom said VMware Private AI Services will now come as a standard part of VCF 9.0, which is now available. Broadcom says nine of the top 10 Fortune […]
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